Aggregate

Introduction

Using the Related Records option, you can check if there is at least one record in the system that matches the defined criteria.
- E.g., Opportunity | Status = Closed Won | Close Date = Last Month | Amount > 10.000€.
Contrary to this, the Aggregate option can evaluate multiple records combined by doing aggregated calculations.
- Same Example as above:
- Opportunity | Status = Closed Won | Close Date = Last Month | Amount > 10.000€
- But this time, the amount can be aggregated. So we would also match accounts that have 4 Opps with 3.000€ each.
- Using Related Records, this wouldn't be a match, as there is no single Opportunity with an amount > 10.000€, but in Sum, this account has even more (12.000€).

Aggregation Level

In the Set Aggregation Level step, you select where the calculation should occur.
Enter your object name of choice (or parts of it) to filter the options.

You may find some options kind of duplicated, like Opportunity in this example.
The first thing to differentiate is an option with that arrow icon > and one without it.
- The arrow icon indicates that you can go down deeper and access related objects of that selection, for example, the Opportunity Products.
The second differentiation here (Opportunities vs. CommissionedOpportunities__r) is the same as if you select Opportunity as your Related Record.
- When multiple relationships exist to the same object, we must select the one we're specifically interested in for our segmentation.

Define Aggregate Filter

This step consists of 4 selections.

The Aggregate Function, like the sum or the average
The specific Field this function should be applied to
The Operator that's applied to this
And the Value it is compared to

To explain this part, I stick to the Opportunity example, but it can be applied to every other object.

For Example:

Selected Object: Account
Aggregation Level: Opportunity
Aggregate Function: SUM
Field: Amount
Operator: Greater Than or Equal
Value: 10.000

Without any other filters, this segment would result in all Contacts of Accounts with Opportunities related to it, where the sum of the amount is greater or equal 10k.

Aggregate Functions

Sum

Calculate the sum of the selected field (step 2) based on all matching records.
You can select Number, Currency, and Percentage fields.

Count

Count the number of matching records and compare this number with a value.
Example: Find only Accounts with more than 2 Opportunities.

Count Unique

It is similar to the Count option, but you can de-duplicate records based on a selected field.

Minimum

Check all matching records, find the one with the lowest value, and compare it.
You can select Number, Currency, Percentage, Date, and Date/Time fields.
Example: Find only Accounts where the oldest Opportunity (based on the closed date) was before the previous year.

Maximum

Check all matching records, find the one with the highest value, and compare it.
You can select Number, Currency, Percentage, Date, and Date/Time fields.

Average

Calculate the average of the selected field (step 2) based on all matching records.
You can select Number, Currency, and Percentage fields.
Example: Find only Accounts where the average opp size (based on the amount) is greater than 5.000€.

Add Record Field Filters

Click Next to finish step 1, and you can optionally define filter conditions.
In the first step, we defined the general aggregation setup, and now we can define the conditions to filter these aggregations further.
For example, we want results where the sum of Closed Won Opportunities is greater than 10.000€.
- Initially, we only set up that the sum of the amount field is greater than 10.000.
- Now, we must tell the tool that we only want to consider Opportunities with Stage = Closed Won.

Visual Canvas Indicator

Aggregate nodes are also reflected on the canvas.
A blue connector line indicates it, and you have the Aggregate hover icon for further details.